See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,155 | $70,669+123.8% | $169,368-6.6% | $75,163+110.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.94% | 36.36%-19.4pp | 405.60%-388.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,044 | $2,211-7.5% | $4,013-49.1% | $2,670-23.4% |
| Participant deferral / active EE | $6,099 | $4,311+41.5% | $6,221-2.0% | $4,125+47.8% |
| Admin fee / account holder | $7,545 | $5,402+39.7% | $9,003-16.2% | $5,651+33.5% |